Narnolia PMS Logo

Narnolia PMS (Portfolio Management Services) offers tailored investment solutions for High-Net-Worth Individuals (HNIs) and institutions seeking personalized portfolio management.

With a strong emphasis on research-backed value investing and leveraging its well-known QGLP (Quality, Growth, Longevity, and Price) investment philosophy, Narnolia Portfolio Management aims to deliver long-term capital appreciation.

Clients benefit from customized portfolios that align with their unique financial goals, risk appetite, and liquidity needs.

Experienced fund managers, supported by robust research teams, actively manage these portfolios, offering expertise and market insights.

Unlike mutual funds, Narnolia Portfolio Management Services offers direct ownership of securities in a segregated Demat account, providing transparency and control.

Narnolia PMS - Business Summary

Total AUM

Rs.1037.34 Cr.

Avg. 1 Year Return

9.65%

Active Clients

195

No. of Strategies

6

Minimum Investment

Rs.50 Lakh

Experience

32 Years

Compounded Annual Returns of Narnolia Portfolio Management Services

1 Year

9.65%

Nifty 50 - 1 Year

9.02%

3 Year

16.54%

Nifty 50 - 3 Year

27.34%

5 Year

20.86%

Nifty 50 - 5 Year

22.60%

Narnolia PMS Charges or Fees

Fixed Fees

2.5% of Fund Value

Variable AMC

1.25% of Fund Value

Variable Profit Sharing

12.50% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Narnolia PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Large Cap Not Disclosed 15.97%
Mid & Small Cap Not Disclosed 9.38%
Multi Cap Strategy Not Disclosed 22.40%
5T X 5T Not Disclosed 0.47%
Fusion Opportunity Not Disclosed 6.29%
Multi Asset Strategy Not Disclosed 3.37%

Top Fund Managers of Narnolia Portfolio Management

#1

Mr. Shailendra Kumar

Check out Business Opportunities with Similar Brands

Investment Solutions offered by Narnolia Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

1% within 1st Year

Support provided by Narnolia Portfolio Management

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

Narnolia PMS Dashboard or Backoffice Platform

Web Platform


Narnolia Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Narnolia PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Check out Business Opportunities with Similar Brands

Narnolia Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000006420

Contact Person

NA

Telephone No.

9169725059

Address

201, 2ND FLOOR, MARBLE ARCH, 236B, AJC BOSE ROAD, KOLKATA, WEST BENGAL, 700020

Starting Date

Mar 06, 2019

Customer ratings and reviews of Narnolia PMS

Double your Investment in 3 YearsInvest in PMS